Kevin
Lawson
Captrust
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About this Advisor
Kevin Lawson is a financial advisor based in Hopkins, Minnesota, working with Captrust. Kevin has previously held positions at Quantitative Advantage, LLC, Qa Investment Services, LLC, Covenant Trust Company, and Capfinancial Partners LLC (Captrust). Kevin is registered to provide services in Minnesota. Currently, Kevin is part of Captrust, which operates out of Hopkins, Minnesota. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Kevin Lawson Work History
Capfinancial Partners LLC (Captrust)
Quantitative Advantage, LLC
Qa Investment Services, LLC
Covenant Trust Company
Disclosures
Please visit the SEC profile of Kevin Lawson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Captrust
Boerne, TX
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San Antonio, TX
Lone Tree, CO
Birmingham, AL
Phoenix, AZ
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